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Baby Boomer Retirement Course - The Rules Have Changed!
Baby Boomer Retirement Course - The Rules Have Changed!
Where: Thomas More College
Cost: $49.00 Early Registration, $59.00 Regular
Course Summary

This Baby Boomer Retirement Course is a sequence of 3 consecutive sessions designed for those in the early stages of retirement or those about to retire.

This series will look at topics that can be challenging during retirement such as asset risk, retirement income, and estate issues, as well as other topics that can effect retirement. The curriculum for this course is based on recent academic research from various institutions.

TOPICS COVERED:

We will explore in detail a fundamental shift in retirement planning that is effecting the Baby Boomer Generation. This course is designed as a comprehensive personal finance course for those who are focused on retirement and income optimization options and strategies. It addresses difficult retirement decisions such as:

  • Asset Allocation Considerations
  • Income Planning
  • Social Security Maximization
  • Working with Your Core Priorities
  • Integrating Money and Life

YOU WILL RECEIVE:

We will provide you access to financial tools that will help you better understand risk, taxes, budgeting and estate planning. The cost to attend this course includes all course materials. The items you will receive are:

  • Baby Boomer Retirement Course Workbook to follow along in class
  • Getting Your Financial House in Order Self-Study Guide
  • Getting Your Estate in Order Guidebook
  • The Personal Wealth Index Questionnaire and Customized Report

                                                                                       

 

REGISTRATION INSTRUCTIONS:

Please click the Register Now button to register for this course. On the next page you can select the dates you wish to attend and pay the course tuition fee.

Course Date / Times
Dates Times Notes
See Current / Past Course Dates
Option 1
Tuesday,
8/14/18
6:30 PM to
8:30 PM
Session 1 of 3
Tuesday,
8/21/18
6:30 PM to
8:30 PM
Session 2 of 3
Tuesday,
8/28/18
6:30 PM to
8:30 PM
Session 3 of 3
Option 2
Thursday,
8/16/18
6:30 PM to
8:30 PM
Session 1 of 3
Thursday,
8/23/18
6:30 PM to
8:30 PM
Session 2 of 3
Thursday,
8/30/18
6:30 PM to
8:30 PM
Session 3 of 3
Course Instructor

Nikki Earley is a Certified Financial Planner® and author of Retirement Rescue: 7 Lessons for Saving Your Retirement.  As an Investment Advisor she assists over 200 families in 20 states to plan for their financial future.

As the Director of Financial Planning at the wealth planning and coaching firm Matson & Cuprill, Nikki is committed to helping investors see past financial worries and find the true purpose for their money.

She coaches pre-retirees and retirees through a holistic financial planning process that includes retirement savings, investment strategy, tax planning, retirement income, risk management and estate planning with the objective of establishing a comprehensive financial plan they can depend on during retirement.

Nikki is a graduate of the Lindner School of Business at the University of Cincinnati.  She enjoys volunteering in the communities in which she lives and works.  She is most proud of her work with Greene County, Ohio as a Court Appointed Special Advocate (CASA) where she has had the opportunity to work directly with abused and neglected children.

She resides in Bellbrook, Ohio with her husband, Brad, and their two children, Cameron and Georgie.

Location

Thomas More College

333 Thomas Moore Parkway
Science Building Lecture Hall
Crestview Hills, KY 41017

Get Directions

Payment / Security
We accept:
Visa Discover MasterCard American Express
For Your Security
Accept Credit Cards
Support / Questions

If you have any questions regarding this course, please contact our office at 513.563.7526